Add quick actions to object page layouts so your mobile workforce can quickly create and edit records, send messages to contacts, and more.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| To access the Field Service mobile app, users need the Field Service Mobile user license. |
| User Permissions Needed | |
|---|---|
| To create quick actions and add them to page layouts: | Customize Application |
Users viewing records can call a quick action by tapping the action from the action launcher. Quick actions are assigned to record page layouts. For example, you can add a Create Opportunity action to the contact page layout to let users create an opportunity from any contact record in the app.
The app supports quick actions of the types Create a Record, Update a Record, and Lightning Web Components. Other action types aren’t supported.
As an example, let's create a work order quick action and add it to the work order overview screen. You can follow these steps for any Field Service object available in the app.
- From the Object Manager in Setup, click Work Orders, then click Buttons, Links, and Actions.
- Click New Action.
- Configure an action to either create or edit a record, and save your changes.
- From the Object Manager, click Page Layouts under Work Orders.
- Click the work order page layout.
- From the layout editor, select Quick Actions.
- Drag your newly created action into the Quick Actions in the Salesforce Lightning Publisher section.
- Save your changes. The action is visible in the app and on the full Salesforce site.
